Fiduciary Services in the British Virgin Islands - Ogier
Fiduciary Services in the British Virgin Islands - Ogier
Fiduciary Services in the British Virgin Islands - Ogier
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
ogier.com<br />
<strong>Ogier</strong> <strong>Fiduciary</strong> <strong>Services</strong> <strong>in</strong> <strong>the</strong> BVI | An <strong>in</strong>troduction to work<strong>in</strong>g with us<br />
Our key services cont<strong>in</strong>ued<br />
“Essential for<br />
Trustees to fulfill<br />
<strong>the</strong>ir <strong>Fiduciary</strong><br />
duties”<br />
<strong>Ogier</strong> Private Wealth<br />
<strong>Ogier</strong> Private Wealth comb<strong>in</strong>es fiduciary<br />
and adm<strong>in</strong>istration services which focuses<br />
on <strong>the</strong> needs of wealthy families, family<br />
bus<strong>in</strong>esses and family offices. The<br />
structures which we set up and adm<strong>in</strong>ister<br />
are driven by reasons such as succession<br />
plann<strong>in</strong>g, family governance, wealth and<br />
estate plann<strong>in</strong>g. Our adm<strong>in</strong>istrators deliver<br />
a professional and discreet service which is<br />
able to meet <strong>the</strong> objectives of a full range of<br />
wealth management structures.<br />
Our primary services <strong>in</strong>clude:<br />
• trust structur<strong>in</strong>g ei<strong>the</strong>r through<br />
a private trust company, VISTA<br />
or discretionary trust<br />
• formation of companies for<br />
various purposes<br />
• fiduciary and adm<strong>in</strong>istration services<br />
to trusts and companies<br />
• provision of director and nom<strong>in</strong>ee<br />
shareholder services<br />
• probate services<br />
• enforcer and protector services<br />
• client regulatory advice <strong>in</strong> relation to<br />
managed trust company arrangements.<br />
The OPW team utilizes its expertise and<br />
works alongside clients and <strong>the</strong>ir onshore<br />
tax and legal advisors to ensure that <strong>the</strong><br />
structures be<strong>in</strong>g established achieve <strong>the</strong><br />
objectives and that <strong>the</strong> client receives<br />
quality services by us be<strong>in</strong>g reliable and<br />
responsive to clients’ needs.<br />
Client Account<strong>in</strong>g<br />
In addition to our 3 ma<strong>in</strong> service l<strong>in</strong>es, we<br />
also offer a full suite of client account<strong>in</strong>g<br />
services <strong>in</strong>clud<strong>in</strong>g:<br />
• Standard book keep<strong>in</strong>g<br />
• Preparation of f<strong>in</strong>ancial statements<br />
• Liais<strong>in</strong>g with auditors<br />
• Set up and adm<strong>in</strong>istration of client bank<br />
accounts.<br />
Our team of qualified accountants are on<br />
hand to ensure that <strong>the</strong> f<strong>in</strong>ancial records of<br />
your structure are <strong>in</strong> good order, that your<br />
bank account ma<strong>in</strong>tenance is rout<strong>in</strong>e and<br />
simplified, and to provide account<strong>in</strong>g to<br />
your structure, however large or small.<br />
6